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Best financial advisors in Davisville, RI

Registered advisers within 25 miles of Davisville, RI.

Offices
380
Firms
167
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,841,947 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

WICKFORD WEALTH MANAGEMENT, LLC
TRUEFOCUS FINANCIAL PARTNERS
EDWARD JONES
CORNERSTONE FINANCIAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
REVUP CAPITAL
EQUITABLE ADVISORS, LLC
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIS WEALTH PARTNERS, LLC
FORBES FINANCIAL PLANNING, INC.
MARINER INDEPENDENT
LINCOLN CAPITAL CORPORATION

Investors

JOSEPH EVERETT KOLB
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes
Ericka Bruce Devine
Ronda L Warrener
TAMARA FAITH NOTARIANNI
Kathryn M Welles
MOGAHED MOHAMED IBRAHIM
William Mortimer Conlan
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
KEVIN MANUEL VIEIRA
Ricardo Almedia Jesuino
Ryan P Corry
MARK DEXTRADEUR
JOSHUA JOHN PARADIS
MICHAEL STEVEN GRAZIANO
Ryan Edward Gaumond
ERIK M WILCOX
Anthony Michael Lizzi
Michael Barrett
JANET MARIE GOULART
JANE ELIZABETH MCAULIFFE
DANIEL PATRICK FORBES
CHRISTINE H CANAPARI
DANIEL ROBERT LEGAULT
MEGAN MCNEILL LOGEE
BRITTANY ALBERT MORAN
SEAN R. MCGUIRK
ALEXANDER REED ALBERT

Within 25 miles of Davisville, RI, Best Investors lists 167 registered investment advisory firms with 380 offices nearby, managing about $13.0T in combined regulatory AUM across 2,841,947 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Davisville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM